How big is TDI Associates, Inc.'s plan?

TDI Associates, Inc.'s plan reported $334K in assets and 6 participants for 2025.

Original filing (PDF)20260414081429NAL0015647201001

TDI Associates, Inc.

Name: TDI Associates, Inc. — Form 5500 (2025)
Creator: TDI Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · TDI Associates, Inc. held $334K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

Plan identifiers

TDI Associates, Inc.'s EIN is 84-4036476.

EIN 84-4036476

Plan number 001

Plan year 2025

ACK ID 20260414081429NAL0015647201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TDI Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TDI Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TDI ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TDI ASSOCIATES, INC.

EIN

all filings

Address

25217 S. WIND LAKE ROAD · WIND LAKE, WI · 53185

Phone

(262) 409-2538

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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